Schnieders Capital Management’s DTE Energy DTE Stock Holding History

Schnieders Capital Management’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,039	Closed	-$223K	–	200
2023 Q1	$223K	Hold	2,039	–	–	0.05%	181
2022 Q4	$240K	Buy	+2,039	New	+$231K	0.06%	183
2020 Q4	–	Sell	-2,463	Closed	-$241K	–	170
2020 Q3	$241K	Hold	2,463	–	–	0.09%	144
2020 Q2	$225K	Buy	+2,463	New	+$218K	0.09%	150
2020 Q1	–	Sell	-2,463	Closed	-$272K	–	153
2019 Q4	$272K	Hold	2,463	–	–	0.1%	142
2019 Q3	$279K	Hold	2,463	–	–	0.11%	128
2019 Q2	$268K	Hold	2,463	–	–	0.11%	130
2019 Q1	$261K	Hold	2,463	–	–	0.11%	127
2018 Q4	$231K	Sell	2,463 -75	-3%	-$7.32K	0.11%	119
2018 Q3	$236K	Hold	2,538	–	–	0.1%	134
2018 Q2	$224K	Hold	2,538	–	–	0.09%	141
2018 Q1	$226K	Hold	2,538	–	–	0.1%	137
2017 Q4	$236K	Hold	2,538	–	–	0.1%	142
2017 Q3	$232K	Buy	2,538 +153	+6%	+$14.2K	0.1%	138
2017 Q2	$215K	Hold	2,385	–	–	0.1%	144
2017 Q1	$207K	Buy	+2,385	New	+$202K	0.1%	146

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Schnieders Capital Management's DTE Position: Q2 2023 in Review

Schnieders Capital Management sold out of DTE Energy (DTE) in Q2 2023, closing a stake of 2,039 shares — an estimated $223K sold.

Schnieders Capital Management first reported a position in DTE in Q1 2017 and held it in 16 quarters. The position peaked at $279K in Q3 2019. 731 funds tracked by Wall St. Rank hold DTE as of Q2 2023.

Schnieders Capital Management reported no remaining DTE Energy position as of Q2 2023 after selling out during the quarter.
Schnieders Capital Management sold 2,039 DTE Energy shares in Q2 2023, an estimated $223K.
Schnieders Capital Management first reported a position in DTE Energy in Q1 2017 and held it in 16 quarters.
Schnieders Capital Management's DTE Energy position peaked at $279K in Q3 2019.
731 funds tracked by Wall St. Rank held DTE Energy as of Q2 2023.

Based on Schnieders Capital Management's 13F filing for Q2 2023, filed 1 Aug 2023.